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Financial Advisers: ANNE-MARIE TASSONI Information

This is the detailed information about ANNE-MARIE TASSONI, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000334996, the year the Financial Adviser first provided advice is 2009 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:56.

Financial Adviser Number: 000334996
Financial Adviser Name: ANNE-MARIE TASSONI
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2009
  1. Financial Adviser Status: Ceased
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2010-12-20
    The date the Financial Adviser ceased the appointment: 2012-03-02
    Authorised Representative Name: ANNE-MARIE TASSONI
    Authorised Representative Number: 000334996
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - University of Melbourne ~ CFP Certification Program - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Financial Planning - Financial Services Institute of Australasia (Finsia) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: FORDHAM INVESTMENT MANAGEMENT PTY LTD
    Licence Number: 000237661
    Licence ABN: 49006854637
    The date the Financial Adviser commenced the appointment: 2009-03-02
    The date the Financial Adviser ceased the appointment: 2010-10-01
    Authorised Representative Name: ANNE-MARIE TASSONI
    Authorised Representative Number: 000334996
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - University of Melbourne ~ CFP Certification Program - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Financial Planning - Financial Services Institute of Australasia (Finsia) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Current
    Name of the licence holder: CAMERON HARRISON PRIVATE PTY LTD
    Licence Number: 000412452
    Licence ABN: 53153020252
    The date the Financial Adviser commenced the appointment: 2012-03-26
    Authorised Representative Name: CAMERON HARRISON PRIVATE PTY LTD
    Authorised Representative Number: 000412452
    Rep Appointed ABN: 53153020252
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 1
    Fin Foreign Exchange Contracts: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - University of Melbourne ~ CFP Certification Program - Financial Planning Association of Australia (FPA) ~ Graduate Certificate in Financial Planning - Financial Services Institute of Australasia (Finsia) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.